Focus Partners Wealth
VUG icon

Focus Partners Wealth’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Focus Partners Wealth’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$366M Sell
4,244,024
-104,074
-2% -$8.76M 0.37% 53
2026
Q1 		$309M Buy
4,348,098
+110,514
+3% +$8.6M 0.34% 66
2025
Q4 		$341M Buy
4,237,584
+814,944
+24% +$66.1M 0.39% 54
2025
Q3 		$274M Buy
3,422,640
+98,412
+3% +$7.52M 0.44% 47
2025
Q2 		$243M Buy
3,324,228
+84,624
+3% +$5.57M 0.53% 39
2025
Q1 		$200M Buy
3,239,604
+21,330
+0.7% +$1.44M 0.5% 42
2024
Q4 		$220M Buy
3,218,274
+18,864
+0.6% +$1.27M 0.57% 34
2024
Q3 		$205M Buy
3,199,410
+2,185,386
+216% +$135M 0.65% 26
2024
Q2 		$63.2M Buy
1,014,024
+465,462
+85% +$27.1M 0.21% 109
2024
Q1 		$31.5M Sell
548,562
-26,766
-5% -$1.47M 0.26% 102
2023
Q4 		$29.8M Buy
+575,328
New +$27.8M 0.39% 65

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Focus Partners Wealth's VUG Position: Q2 2026 in Review

Focus Partners Wealth reduced its Vanguard Morningstar Growth ETF (VUG) stake by 2.4% in Q2 2026, selling an estimated $8.76M and leaving 4,244,024 shares worth $366M. The position accounts for 0.37% of the portfolio, ranked #53.

Focus Partners Wealth first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Focus Partners Wealth held 4,244,024 shares of Vanguard Morningstar Growth ETF worth $366M as of Q2 2026.
  • Focus Partners Wealth sold 104,074 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $8.76M.
  • Vanguard Morningstar Growth ETF made up 0.37% of Focus Partners Wealth's portfolio in Q2 2026, its #53 holding.
  • Focus Partners Wealth first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.